The Middle East and elections ’08

Martin Kramer delivered these remarks to a closed session of the board of trustees of The Washington Institute for Near East Policy. The session was devoted to the Middle East in the 2008 elections, and it was held in Lansdowne, Virginia on October 19, 2007. Chair: Robert Satloff, director of the Institute; co-panelist, Dennis Ross, Institute distinguished fellow. Posted retroactively at Sandbox.

Thanks, Rob. As Rob has pointed out, I’m an adviser to a political campaign—I’m the senior Middle East adviser to the Giuliani campaign. If you’d compiled a list of people at The Washington Institute likely to end up with such an exalted title in any of the campaigns, Dennis Ross would have been at the top, and I’d have been at the bottom. I certainly didn’t seek it, because I didn’t imagine it.

Now I’m in the idea business. I didn’t get the call because of my experience in government—I haven’t got any—or my personal charm or connection to the candidate—I hadn’t met the Mayor. I like to think I was approached because at least some of my ideas resonated in the Giuliani campaign.

Now as an adviser, I simply continue to do what I’ve always done, which is look hard at the Middle East, and speak what I believe to be the truth. I also listen to other advisers, and learn from them. The point I want to emphasize this morning is that I’m not a spokesperson for the campaign—I provide input, not output. If you want output, read the Mayor’s Foreign Affairs article and listen to him speak. Nor have I turned into an instant analyst of American politics. I don’t closely watch the other candidates, Republican or Democrat, and it’s not my job to campaign.

My aim is to make sure that if Mayor Giuliani is elected president a year from now, he’ll have a full panoply of realistic ideas about what’s needed and feasible in the Middle East, to take with him to the White House two months later.

So this morning, I won’t speak for the Mayor, or indulge in campaigning, or parse the positions of the candidates. Instead I’ll talk about what I see as the stakes in this election. I believe my ideas largely conform to the Mayor’s stated positions, and where they do, I’ll mention them, or my understanding of them. By the way, it’s no small matter to keep up with what a candidate says on the road. He’ll be asked a question on Iran or Iraq by a voter in New Hampshire or Iowa, and I won’t know the answer before you do. But I know I’ve made the right choice because I haven’t been unpleasantly surprised. There are advisers to other campaigns who can’t say the same.

So that’s my preamble. Now to substance. It’s obvious that a lot of what’s at stake in this election turns on America’s role in the Middle East. But before we break it down to specific issues, we have to step back and ask a big question. The big question is this: are we really in a war on terror?

That question’s been sharpened for us by Tom Friedman and Norman Podhoretz. Friedman recently published a column in the New York Times under the headline “9/11 is Over.” Podhoretz has published a new book under the title World War IV. These two ideas—”9/11 is Over” and “World War IV”—neatly define the two opposite poles of the debate that’s at the very heart of this election.

In his piece, Friedman wrote this: “I will not vote for any candidate running on 9/11. We don’t need another president of 9/11. We need a president for 9/12. I will only vote for the 9/12 candidate. What does that mean? This: 9/11 has made us stupid.” Why? It’s caused us to neglect other things more important. Such as, you ask? As an example of neglect, Friedman complained: “I still can’t get uninterrupted cellphone service between my home in Bethesda and my office in D.C.” Leave it to Tom to undermine his own proposition. But the proposition is clear, and it’s this: “Al Qaeda is about 9/11. We are about 9/12, we are about the Fourth of July—which is why I hope that anyone who runs on the 9/11 platform gets trounced.”

Opposite Friedman’s determination that 9/11 ended on 9/12, is Norman Podhoretz’s belief that 9/11, in his words, “constituted an open declaration of war on the United States, and the war into which it catapulted us was nothing less than another world war.” (He calls it World War IV—the Cold War was World War III.) Podhoretz predicts this world war will last three or four decades, as the Cold War did. If you ask him where we are now, in comparison to the Cold War, he’ll tell you we’re only in 1952 or thereabouts. 9/11, far from making us stupid, finally wised us up—or should have. Podhoretz also knows who he thinks should lead America in wartime: he’s a senior foreign policy adviser to the Giuliani campaign.

Now I suspect the vast majority of Americans don’t think 9/11 is over, but also don’t feel that we’re in a world war. As I said, these are the two opposite poles of the debate. But even if these are two views from the far poles, I think they do frame the debate. This election, to the extent it’s about foreign policy and national security, is about whether Americans believe we’re in a 9/11 war.

That may seem paradoxical, because some people think this election is about the Iraq war. Others think it’s about a possible Iran war. But these are policy subsets of the bigger question framed by Friedman and Podhoretz. How you answer that bigger question will inflect your answer to all the lesser questions.

So Americans first have to decide whether we’re in a war that began on 9/11. Yes, we haven’t had an attack since 9/11. Does that mean 9/11 was a one-off unlucky hit, to which we’ve overreacted with a “war on terror”? Or is the “war on terror”—the fact that we’ve been on the offensive—the real reason 9/11 hasn’t been repeated? (Actually, 9/11 has been repeated—just not here. 9/11 wasn’t followed by 9/12, it was followed by 3/11 in Madrid and 7/7 in London and other attacks.)

Now even Tom Friedman, only one week after his “9/11 is Over” piece, wrote this in another column: “The struggle against radical Islam is the fight of our generation.” He may think the world is flat, but there are some truths even Tom can’t deny. Ironically, his words are almost identical to this snippet from Rudy Giuliani’s website: “Rudy Giuliani believes winning the war on terror is the great responsibility of our generation.” In Giuliani’s view, this makes us “all members of the 9/11 generation.” Maybe you think we are, and maybe you think we aren’t: labeling generations is tricky business. But we’re all certainly post-9/11, in this crucial respect: we’re now aware that we have a determined enemy called “radical Islam” or, as Giuliani called it in his article in Foreign Affairs, “radical Islamic fascism.” If we don’t defeat this enemy, it will strike us again. This means that, like it or not, we’re electing a war president—someone who’ll have to act, every day, not just as our president, but as commander in chief.

Now even the candidates who speak of the “war on terror” against “radical Islam” have different ideas on what the “central front” is. Is it Iraq? Or is it Afghanistan? Maybe it’s always been Iran? Or is it in hearts and minds—the war on ideas? Where should we lay the greater emphasis, where should we deploy the most resources, where should we pull back and where should we push forward, and what should be our mix of hard power and soft power? Who are our true allies, and who are our real adversaries? How important is the spread of democracy to our winning the war?

These are all questions about which reasonable people can differ. But to me, these are subsets of another bigger question. I would put it this way: are we prepared to stand our ground in the Middle East, if that’s what it takes to win?

For decades, the United States didn’t have to stand on the ground in the Middle East. It maintained an off-shore position—it engaged, at times, in what’s been called off-shore balancing. The United States maintained its position through diplomacy, arms sales, economic sanctions—everything short of boots on the ground. The invasions of Afghanistan and Iraq represented a clear break from that past. The United States went on-shore, after some of our enemies were emboldened to cross the oceans and attack us on our shores.

The Iraq war is still enveloped in a fog, but there are people who believe that going on-shore was a mistake, and who want to go back to the off-shore posture. In all the discussion of Stephen Walt and John Mearsheimer’s conspiracy theories in their book The Israel Lobby, people overlook the alternative strategy they offer at the end, which is off-shore balancing. Let me quote them:

This strategy would be less ambitious in scope but much more effective at protecting US interests in the Middle East…. This strategy categorically rejects using military force to reshape the Middle East, [and] it also recognizes that the United States does not need to control this vitally important region; it merely needs to ensure that no other country does…. Off-shore balancing minimizes the resentment created when American troops are permanently stationed on Arab soil. This resentment often manifests itself in terrorism…. In effect, a strategy of offshore balancing would reverse virtually all of America’s current regional policies…. The United States would withdraw as soon as possible from Iraq… push Israel to give up the Golan Heights [to] drive a wedge between Syria and Iran… [and] cut a deal on Iran’s nuclear ambitions.

Zbigniew Brzezinski has emerged as the champion of this strategy among advisers to candidates. I don’t think it far-fetched to say that a preference for the off-shore posture runs like a thread through the positions of all the Democratic candidates. There are variations, and perhaps Dennis can explain them. Martin Indyk’s piece in the new The American Interest, called “Back to Balancing,” is a more muscular version. But this is the preferred strategy. The crux of the debate among Democrats is who’s willing to promise to get us back off-shore the fastest, and keep us off-shore.

Now the question each of us must answer is this: if we were to go off-shore in the Middle East, who would balance off whom, and who would fill the vacuum? The thread running through the positions of the Republican candidates is that if we move to an off-shore position, if we don’t stand our ground, our allies won’t be able to stand their ground even with our remote support. Our radical Islamist enemies will fill the vacuum. If we don’t strategically control—yes, control—the Persian Gulf region, from the strait of Hormuz up to the Iraqi-Turkish border, our enemies eventually will control it. If we leave Iraq in chaos, our enemies will control it. If Iran acquires a nuclear capability, this corridor will no longer be within our strategic control. Uncertainty will grow, terrorists will be emboldened, oil prices will skyrocket, our enemies will be enriched, and they’ll build and buy weapons of mass destruction. The Pax Americana will be over.

Only American military power, and our perceived willingness to use it, on-shore, can prevent the worst scenarios. Timetables for withdrawals and taking military options off the table constrain us, and just embolden our enemies. This is what Giuliani means when he says we must stay on offense in the war, and that staying on offense will shorten the war. The idea that we can cajole, entice, persuade, and incentivize our allies and even our adversaries into doing our bidding is plain naive. Of course, ultimately it has to be our aim to return to our traditional posture off-shore—but as the victor, not as the vanquished.

I’ve saved the Israeli-Palestinian issue for last, but there are those who would put it first. Why the difference? Because there are different answers to this question: how central is resolving this conflict to U.S. interests in the Middle East?

There was a time not long ago, when people of a certain generation, older than mine, believed as a matter of course that this conflict was the source of all our troubles in the Middle East, and resolving it was the key to fixing the Middle East. Indeed, it was the “Middle East conflict,” solving it was the “Middle East peace process.” Today, serious people no longer take this for granted: Iran’s revolution, three Iraq wars, the rise of Al Qaeda parallel to the Oslo process—today we understand that the Middle East doesn’t have a root conflict. It has many conflicts. Success here doesn’t guarantee success there; the same with failure.

Many of the candidates have records of strong support for Israel. There’s no reason to question them. The more relevant question is who has learned from 9/11 to put the Israeli-Palestinian conflict in proper perspective, and not overvalue the “peace process” as a panacea. Giuliani spoke to this in his Foreign Affairs piece, when he wrote this, and I quote:

The Palestinian people need decent governance first, as a prerequisite for statehood. Too much emphasis has been placed on brokering negotiations between the Israelis and the Palestinians—negotiations that bring up the same issues again and again. It is not in the interest of the United States, at a time when it is being threatened by Islamist terrorists, to assist the creation of another state that will support terrorism. Palestinian statehood will have to be earned through sustained good governance, a clear commitment to fighting terrorism, and a willingness to live in peace with Israel. America’s commitment to Israel’s security is a permanent feature of our foreign policy.

This was misinterpreted in some of the press to mean that Giuliani opposes a Palestinian state. He didn’t say that, but he does dissent from the overvaluation of Israeli-Palestinian negotiations. The war against radical Islam takes precedence. A Palestinian state won’t necessarily contribute to winning it, and such a state could ally itself with our enemies, if it doesn’t rest on the firm foundations of good governance and fighting terror.

Significantly, Giuliani affirms that the Palestinians have yet to earn their state. This was once the position of the Bush administration, which seems of late to have abandoned it in a go-for-broke gamble. So we see Secretary of State Rice in Ramallah announcing that “Frankly, it’s time for the establishment of a Palestinian state,” and that such as state is “absolutely essential for the future, not just of Palestinians and Israelis but also for the Middle East and indeed to American interests.” To judge from the situation on the ground, frankly, it may not be the time, nor is it clear in what way its creation is absolutely essential to U.S. interests.

As we’ve seen time and again, such statements only free the Palestinians from doing what needs to be done to earn their statehood. Only by pushing the so-called political horizon back, not forward, is there any chance the Palestinians will run to reach it. The over-privileged “peace process,” as traditionally configured, has had the opposite of its intended effect, making the two-state solution still more remote. It needs to be reengineered.

Well, I got through this opening without mentioning the name of any candidate other than the one I advise. I’ve tried to ask what I think are the key questions on guiding principles. You may prefer different answers to mine, and so may prefer a different candidate. But I hope we can agree that these are the questions. Of course, there are hundreds of lesser policy questions, but these are always changing anyway, and they’ll be different in January 2009 when the next president enters the White House. Ask me about them, and I promise to do my very best to avoid answering them. Thank you.

(For the record: Martin Kramer, a visiting fellow at The Washington Institute for Near East Policy, is not and has never been an employee of the Institute, which is non-partisan.)

Geopolitics of the Jews

Over the winter, I gave a short address to the Conference of Presidents of Major American Jewish Organizations, at a meeting in Jerusalem. I took the assignment seriously, and offered these thoughts, more to highlight problems than offer solutions. In this week between Holocaust Memorial Day and Israel’s Independence Day, I share them for wider reflection.

The title of our panel is “Looking Back, Looking Ahead: The Geopolitical Situation of the Jewish People.” This is a moving target: the geopolitical situation of the Jews hasn’t ever been stable. As a people, our geopolitics are one part our preferences, and two parts historical forces. These forces never rest. Seventy years ago, the Jewish world was centered in Europe. Now we mostly just fly over it. The United States and Israel are today the poles of the Jewish world, because some Jews sensed tremors before the earthquake. When the earth opened up and Europe descended into the inferno, parts of the Jewish people already had a Plan B in place. We are living that Plan B.

Today the Jewish people is in an enviable geopolitical position. It has one foot planted in a Jewish sovereign state, and the other in the world’s most open and powerful society. One is tempted to say that never in their long history has the geopolitical situation of the Jews been better. Jews did have sovereignty before, in antiquity, but they did not have a strategic alliance with the greatest power on earth. And since it is difficult to imagine a better geopolitical position, the Jewish people has become a status quo people. Once we were revolutionaries; now we don’t need the world to change. Of course we would like an improvement in Israel’s standing with some of its neighbors—what dreamers call “peace.” But we are generally confident or complacent enough to prefer the status quo to the risks of changing it.

Yet as we all should know, history stops for no man, and for no people. I was trained as a historian, and while this gives me no powers of prophecy, I can assure you of one thing. What is, will not be. Balances of power will change. Identities will be recast. Eventually, too, the map of the Middle East will be redrawn.

When we worry, we tend to focus on apocalyptic scenarios. But I invite you to think for a moment about five long-term trends that could erode the status quo, but that fall short of a mushroom cloud. I will proceed from the far to the near, and I will focus on the Israeli side of the equation.

First, U.S. influence in the Middle East could wane. Perhaps you have read the article by Richard Haass, president of the Council on Foreign Relations, entitled “The New Middle East.” He wrote: “Less than twenty years after the end of the Cold War, the American era in the Middle East… has ended….  The second Iraq war… has precipitated its end.” I think this is premature—America’s era in the Middle East will end one day, but it hasn’t ended yet, and it will take more than Iraq to end it. But Haass’s statement is indicative of a spreading mood. Add this to technological change that could reduce American dependence on Middle Eastern oil, and it is possible that in twenty years’ time, America will be less interested and engaged in the Middle East. What is our Plan B then?

Second, Europe could be subtracted from the sum power of the West. The trends there, of low birth rates, Muslim immigration, multiculturalism—if they are not stopped or reversed, they could have the effect of de-Westernizing Europe. Europe, even without Jews, is part of a cultural and strategic continuum, linking Israel to America. Without that link, Israel would become still more encircled by Islam-inflected hostility. So what is our Plan B then?

Third, Iran could gain regional power status. In fact, the imperial ambition of Iran may be a long-term trend independent of the nature of its regime. Iran could become Israel’s regional rival, even if it postpones its nuclear plans and drops Ahmadinejad. Iran is already using every ounce of its leverage to establish its dominance in Iraq and its influence elsewhere in the Persian Gulf. If Iran emerges as a power on par with Israel—a power intent on drawing Israel into a long cold war of attrition—what is our Plan B?

Fourth, the Arab states around us could succumb to the same sort of disease that is causing Iraq to hemorrhage internally. That disease is the lack of legitimacy. When you look at a map of the Middle East, you are looking at a gerrymandered hodgepodge, drawn a century ago to serve the interests of the long-defunct empires of Britain and France. If Iraq breaks up—and I believe it will—other states could begin to crumble. In some places, it might be Shiites against Sunnis; elsewhere, Islamists against nationalists. This could engulf states on Israel’s borders, and Israel could find itself opposite not one Hezbollah but many. So what is our Plan B?

Fifth, and closest to home, there is the possibility that the two-state solution will become passé, because the Palestinians will fail as a nation. By failure I mean they will not have the cohesion necessary to translate their identity into nation-statehood. Many in Israel presently speak as if the creation of a Palestinian state is essential to Israel’s own legitimacy and even survival. But what if such a state proves to be impossible? A binational state, Israeli-Palestinian, is anathema, so what is our Plan B?

Now one would have to be a grim pessimist to believe that all five of these trends could merge into a perfect storm. But one would have to be an incurable optimist to believe that that we won’t be lashed by any of these storms. And what I am arguing is that we should anticipate conditions that will make storms more frequent than they have been in the last few decades.

We have had a remarkable run these last thirty years. Israel has flourished under the pax Americana. There has been no general Arab-Israeli war since 1973, and peace prevails on most of Israel’s borders. The country’s population has grown, foreign investment has poured in. Israel has expanding relations with the up-and-coming powers in the world. And American Jewry has gained stature and influence, in part by mediating for Israel. This has been a long and productive peace.

But when Herzl wrote The Jewish State, Europe was also thirty years into its long peace. He knew it would not last, that its foundations were weak. He planned accordingly. We should recognize that the status quo in the Middle East won’t last indefinitely, and we have to plan accordingly. I haven’t said what I think has to be done—what alliances to make, what targets to strike, what borders to redraw. But I do say that Israel will have to make alliances, strike targets, and redraw borders—and they won’t necessarily be the familiar ones.

This is going to create stress in the world, and even within the Jewish people. So your tasks will multiply, and they will become more urgent. If you got into this business ten years ago, thinking it would be all gala dinners on the way to a new Middle East, I apologize on behalf of history. The man was on the mark who said that the trouble with our times is that the future just isn’t what it used to be.

See the response of Saul Singer to this post.

Spanish translation here.

Shiites and U.S. Policy: Between Allies and Adversaries

This lecture was delivered by Martin Kramer on October 16, 2004, at the 2004 Weinberg Founders Conference, The Washington Institute for Near East Policy. Posted retroactively at Sandbox.

In invading Iraq, the United States destroyed longstanding Sunni hegemony over that country. By its attempts to establish a democratic order, the United States seems destined to empower the Shiites, who form a majority of the population. This empowerment has yet to unfold, but when it does, it will have repercussions.

Shiites in Middle East

This moment reminds me of the aftermath of the Iranian Revolution in 1979, when we asked the same question. What will be the impact of the revolution on Shiites elsewhere? At that time, many analysts anticipated that the entire region was on the brink of a Shiite revolt. The Iranian revolution would undermine the established order and bring Shiites out from the shadows. In Iraq, where the Shiites form a majority, and in Lebanon, where they form the largest sectarian community, Shiites would be impossible to suppress. Their grievances against the Sunni-inflicted Arab nationalist order would be as irresistible as the Iranian revolution itself. We were on the brink of a Shiite era.

It did not happen. And the reason it did not happen can be summarized in two words: Saddam Hussein. It was Saddam Hussein who rallied the Sunni-led regimes around him in his war with Iran. It was Saddam Hussein who ruthlessly crushed the fledgling Shiite movement in Iraq. Saddam Hussein cast himself as the Arab bulwark against the Iranian hordes, but many in the Arab world also saw him as the Sunni champion against Shiite ascendancy.

Thanks in large measure to Saddam Hussein, the Iranian Revolution never really spread. He blocked its export to Iraq, Kuwait, and Saudi Arabia. In Lebanon, the Shiite group Hizballah gained a foothold, but only because Syria licensed it to attack Israel. There was no Shiite-led Islamic revolution in Lebanon, and whenever Hizballah got out of line, Syria put it in its place.

The legacy of the Iranian revolution and Hizballah’s terrorism gave Shiism a reputation as an almost inherently anti-American form of Islam. The United States had seen Ayatollah Ruhollah Khomeini use Shiite themes to make an anti-American revolution and to establish a theocratic dictatorship. It saw Hizballah play on Shiite themes to rally its followers in Lebanon to support bombings, hijackings, and hostage-taking. Hizballah was seen then much as al-Qaeda is seen today, and Shiism was regard then much as Wahhabism is regarded today.

This legacy informed the U.S. decision not to support the Shiite revolt in Iraq after the 1991 Gulf War. The fear was that it would open Iraq up to Iranian penetration. In 1991, Iraqi Shiites paid the price for Khomeini’s anti-Americanism and Hizballah’s terrorism.

Over the next decade, Americans pondered whether their assumptions about Shiism had been right. Iraqi Shiites set about persuading American policy makers that the Shiites in a liberated Iraq would be free of Iranian influence. The Shiites in Iraq, they said, would never be pawns in Iranian hands, and Iraqi Shiism would not spawn a new version of Hizballah. Iraqi Shiites had their own, largely secular, priorities. They had their own religious leadership. And they might form a partnership with the United States if America would liberate them. The United States allowed itself to be persuaded this was so.

In the end, the obstacle of Saddam Hussein was removed not by Iranian human-wave attacks and Ayatollah Khomeini, but by U.S. guided munitions and President Bush. Saddam delayed the Shiite moment. U.S. intervention has brought it back.

The consequences of this are difficult to foresee. There is no question that the removal of Saddam has set the stage for a revival of Iraq’s historic role in Shia Islam. By now, most Americans are aware that Iraq contains the holiest Shia shrines, the Shrine of the Imam Ali in Najaf, the Shrine of the Imam Husayn in Karbala, and other important shrines in other cities. But these are not merely places of pilgrimage and burial, and Najaf is not just the Jerusalem or the Lourdes of the Shiites. It is also an Oxford and a Cambridge. It was the great center of scholarship and study, a seat of apprenticeship for Shiite clerics. Aspiring young Shiites once flocked to Iraq from the four corners of the world, especially from Iran and Lebanon. The Grand Ayatollah Ali Husayn al-Sistani himself is a classic example. He was born in Iran. He came to Najaf as a young man to study and he stayed. But he still speaks Arabic with a distinct Persian accent, which may be one reason we never hear him speak in public.

Saddam’s regime shut out most of the foreign Shiites. He expelled many who had been resident in Iraq for decades. The centers of scholarship and learning atrophied, and places like Qom and Mashhad in Iran replaced them. But the liberation of Iraq has made it possible to imagine the restoration of Iraq’s Shia institutions to their former glory. That would shift the center of Shiism back to Iraq and away from Iran, which is one of the reasons Iran has such a keen interest in establishing influence over Iraq’s Shiite religious institutions.

Iraq is also immensely important to Lebanese Shiites. In earlier generations, virtually all of the senior Shiite clerics in Lebanon were schooled in Iraq. The most senior Shiite cleric in Lebanon today is Ayatollah Muhammad Hussein Fadlallah. His father went to Iraq to study and then settled in Najaf. Fadlallah was born in Najaf; he lived and studied there until the age of thirty, when he came to Lebanon.

The younger generation of clerics beneath Fadlallah has had to study in Iran, but there is no doubt that a new generation would prefer to study in Iraq, which has very great prestige in the eyes of Lebanese Shiites.

Are the Shiites adversaries or allies? The answer is that they are something of both. The adversarial relationship is rooted in the history of U.S. relations with Iran and Hizballah. For more than twenty years, the United States had a reputation as the adversary of Shiite empowerment. It clashed spectacularly with Khomeini’s Iran and Hizballah. It allied itself with strongly anti-Shiite regimes in the Sunni Arab world, primarily Saudi Arabia and Saddam’s Iraq. And even when it broke with Saddam after the Kuwait invasion, the United States refused to lift a finger to help Iraq’s Shiites. That legacy is far from erased. The United States remains in an adversarial relationship with Iran and Hizballah, whose leaders still lead enthusiasts in chants of “death to America.”

There are two new developments. First, the United States now confronts another virulent form of extreme Islamism of the al-Qaeda variety. This variety of Islamism, which is Sunni and tinged with the doctrines of Saudi Wahhabism, is riddled with anti-Shiite prejudice. In the cosmology of these extreme Sunnis, the Shiites belong right down there with Americans and Jews as devilish subverters of true Islam. Where there are no Americans or Jews, as in Pakistan, Shiite targets will do just fine. The United States, by declaring war on these Sunni extremists—the Taliban, al-Qaeda, Abu Musab Zarqawi, and the Wahhabi hate network—is battling the visceral enemies of Shiism. This lays the foundations for a potential alliance of convenience.

The second factor is that the United States not only removed Saddam, but is now fighting the Sunni extremists who want their dominance of Iraq back. The Sunni extremists in Iraq have already targeted Shiite holy places and clerics. Because the Shiites do not have the means to strike back, they are counting on the United States to neutralize the threat. And the United States, by preaching democracy for Iraq, is essentially preparing the groundwork for the ascendance of a Shiite majority. Iraq’s Shiites need the United States to carry them to power, and the United States needs the Shiites to legitimize the U.S. mission in Iraq. So here, too, there are grounds for an alliance of convenience whose champion on the Shiite side is Ayatollah Sistani.

Among the Shiites, two models for achieving ascendancy, for realizing the Shiite moment, are in competition. The first is the Iranian-inspired Hizballah model. Its basic premise is that the United States is the enemy of Islam in general and of Shiism in particular. The United States inevitably will betray the Shiites because its real interests lie with the corrupt Sunni monarchies and with Israel. For the Shiites to realize their moment in the Middle East and for other Muslims to accept their leadership, Shiites must lead the resistance to American and Israeli hegemony.

Hizballah offers itself as an example of how a Shiite movement can transcend its sectarian origins to capture the imagination of the Muslim masses. While Arab regimes and Yasser Arafat were trading away Arab rights to get back territory, Hizballah waged a determined resistance to drive Israel out of Lebanon and ultimately achieved what no Arab army or the PLO ever achieved. It drove Israel from Arab land. It put an end to an Israeli occupation without making any concession and without offering peace in return.

And since the Israeli withdrawal, Hizballah has taken its struggle into the heart of Israel through its material and moral support for the Palestinian intifada. Hizballah has smuggled arms, subsidized the so-called “martyrdom operations,” and spread its propaganda on al-Manar television. Hizballah presents itself to the Arab Muslim masses, to the Arab street, as the last standard bearer of genuine independence from Western domination and Israeli hegemony.

This is the resistance model. The message of Hizballah and its Iranian allies to Iraq’s Shiites is that resistance will take them from the margins to the center. It will put the Shiites at the vanguard of a struggle that is destined to prevail, the struggle of the Muslim masses to replace American military, economic, and cultural hegemony with the authentic and true values of Islam. We see strong echoes of this resistance discourse in the movement of Muqtada al-Sadr.

Opposing the resistance model is what we might call the democracy model. According to this model, the Shiites are now in a demographic position, both in Iraq and in Lebanon, to become the dominant factor in politics. If there were true one-man, one-vote systems in Lebanon and Iraq, the Shiites would inevitably occupy the center of the political arena. Since Iraq and Lebanon are central states in the Arab world, this would finally put the Shiites on a par with the Sunnis and break the Sunni monopolies enshrined in the dogmas of Arab nationalism.

Because the United States has ceased to be a status-quo power in the Middle East, because it is driving a democracy agenda, both in Iraq and, lately, in Lebanon, it is objectively the ally of the Shiites. The Shiite road to power runs through democracy, not resistance, and a de facto alliance with U.S. power to clear the road makes sense. This approach has important adherents, including Ayatollah Sistani, but it is not nearly as well articulated as the resistance rhetoric that often drowns it out.

Can the United States influence this competition of approaches? On the very simplest level, it already has. Just as the United States does not wish to be perceived as the enemy of Islam, it does not wish to be cast as the enemy of Shiism. The Shia shrines in Iraq are symbols of the creed; the U.S. facilitation of pilgrimages and avoiding damage to the shrines during battles has been vitally important in countering the idea that America is an enemy of the Shiites.

But just as the United States cannot have a policy toward Islam per se, it cannot have a policy toward Shiism per se. U.S. policy has been driven, and it will continue to be driven, by the usual factors. In Iraq in particular, policy will be driven by Iraq-specific factors.

But we should be aware that U.S. actions have shifted the sectarian balance. In promoting democracy, the United States does not just undermine the authoritarian order, it inevitably undermines Sunni primacy. It is often said that the Shiites constitute only one-tenth of all Muslims. There are about 130 million Shiites. But about 120 million of them live in the region between Lebanon and Pakistan where they almost equal Sunnis in number. The shift of political power in their direction will raise sectarian tensions. It will anger dispossessed Sunnis, who may gravitate towards extremism, and it will require the United States to find its own delicate balance so that it is not drawn into any sectarian conflict.

Until the Iraq war, the United States was largely preoccupied with a highwire balancing act between Israel and the Arabs. Now, the United States will have to juggle Shiites and Sunnis at the same time. All wars have unintended consequences. A major challenge is to identify them as they emerge. This is potentially a huge one. It will require consummate skill and a lot of luck to turn it into a minor one.